Costpoint Help

Manage Opportunity Closed Reasons

Use this screen to enter and maintain reasons why an opportunity would be marked as closed.

You can use these reasons on the Manage Opportunities screen. If you have multiple companies, you can set up and maintain opportunity closed reason codes in any company and use them across all companies. The code, however, must be unique in a single Costpoint database.

Note: This application is available only if you are licensed for Capture & Contracts.

Related Topics:

Display the Manage Opportunity Closed Reasons Screen

You access the Manage Opportunity Closed Reasons screen from the Capture & Contracts domain.

Contents of the Manage Opportunity Closed Reasons Screen

Use the fields and options to configure the Manage Opportunity Closed Reasons screen.

Table Information for the Manage Opportunity Closed Reasons Screen

Changes to the Manage Opportunity Closed Reasons screen update the OPP_CLOSED_RSN table.


Parent Topic:

Opportunities Controls